AWS Sold Out Of Capacity Into 2028, Jassy Says

What happened

• AWS capacity is mostly booked through at least next year, Amazon CEO Andy Jassy said on an Andreessen Horowitz podcast.
• Jassy said 2026 is “sold out” and 2027 is “largely sold out,” while AWS reserves some capacity for on-demand usage and inference.

Why it matters

The comments signal sustained demand and constrained capacity at a major cloud provider, relevant to technology investors, corporate finance teams and venture-backed companies planning compute access.

Timeline

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4. EarlierOct 22
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5. First reported by The InformationYesterday
   AWS Sold Out Of Capacity Into 2028, Jassy Says
6. Techmeme reportsYesterday
   Andy Jassy says AWS capacity for 2027 is "largely sold out" and a "good chunk" of 2028 capacity is also sold, though AWS reserves some capacity for on-demand (Catherine Perloff/The Information)

Who is involved

Sources (2)

1. The InformationYesterday
   AWS Sold Out Of Capacity Into 2028, Jassy Says
2. TechmemeYesterday
   Andy Jassy says AWS capacity for 2027 is "largely sold out" and a "good chunk" of 2028 capacity is also sold, though AWS reserves some capacity for on-demand (Catherine Perloff/The Information)

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